Retirement tax questions


@morris1966 wrote:

None on these suggestions are relevant - no form for entering the data comes up when the update button is pushed for social security - I think you have a software glitch.  Someone should be working on fixing this.

 

 


Which TurboTax product for tax year 2022 are you using?  The TurboTax desktop CD/Download editions installed on your personal computer or the TurboTax online web-based editions where you have to sign onto the online account with a User ID and Password?

 

Enter the information from the SSA-1099 is fairly straightforward since you only need to enter the amount from box 5 of the SSA-1099.

 

What happens when you use this procedure?

 

To enter Social Security benefits reported on form SSA-1099

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Retirement Plans and Social Security
  • On Social Security (SSA-1099, RRB-1099), click the start or update button

Or enter ssa-1099 in the Search box located in the upper right of the program screen. Click on Jump to ssa-1099